Salesforce1 Mobile App Admin Guide

86 Pages·2017·1.47 MB·English

Salesforce1 Mobile App Admin Guide
Version 8, Summer '17
Written by
Michelle Chapman-Thurber
With contributions by
Michael Floyd
Carol Franger
Tammy Rahn
Samantha Reynard
Emily Wilska
Get your organization ready for the Salesforce1 mobile experience! Learn how to
optimize your page layouts for mobile, customize the Salesforce1 navigation menu,
create actions, work with compact layouts, set up mobile navigation, and much
more.
Salesforce1 Mobile App Admin Guide
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their respective owners.
Various trademarks held by their respective owners.
No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form, or
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of the publisher.
CONTENTS
Chapter 1: Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Introducing the Salesforce1 Apps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Getting Around in Salesforce1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
What about the Other Mobile Apps? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Chapter 2: Get Your Organization Ready for Mobile: The Big Picture. . . . . . . . . . 9
Chapter 3: Configure Your Organization for Salesforce1. . . . . . . . . . . . . . . . . . . 11
Unlock Salesforce1 with the Salesforce1 Wizard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Define Which Users Can Use Salesforce1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Enable or Disable Notifications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Approval Request Notifications in Salesforce1 . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Customize the Salesforce1 Navigation Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
How the Salesforce1 Navigation Menu Works . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Chapter 4: Customize How Your Data Appears in Salesforce1. . . . . . . . . . . . . . 21
How Page Layouts Work in Salesforce1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Rethink Your Page Layouts for Mobile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Tips for Optimizing Page Layouts for Mobile. . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Working with Compact Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Compact Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Chapter 5: Using Actions in Salesforce1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Working with Quick Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Object-Specific versus Global Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Action Categories and Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Action Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Using Predefined Values in Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Custom Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Actions and Page Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Action Guidelines and Best Practices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Chapter 6: Visualforce Pages and Salesforce1. . . . . . . . . . . . . . . . . . . . . . . . . . 41
Get Your Visualforce Pages into Salesforce1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Contents
Visualforce Page Support in Salesforce1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Chapter 7: Work Offline with the Salesforce1 Mobile App . . . . . . . . . . . . . . . . . 43
Access Data in Salesforce1 While Offline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Create, Edit, and Delete Records in Salesforce1 While Online or Offline (Beta) . . . . . . . . 45
Data and UI Elements That Are Available When Salesforce1 is Offline. . . . . . . . . . . . . . 48
Enable Offline Access and Edit for Salesforce1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Chapter 8: Make the Salesforce1 App Yours with Custom Branding . . . . . . . . . 53
How Salesforce1 Branding Works . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Tips for Branding Your Salesforce1 App. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Chapter 9: Learning More . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Chapter 10: Appendices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
How Actions Are Ordered in the Salesforce1 Action Bar. . . . . . . . . . . . . . . . . . . . . . . 60
How Predefined Actions Are Ordered in the Salesforce1 Action Bar and List Item
Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Actions with and without Chatter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Salesforce1 Mobile App Features: What’s Available in Each Version. . . . . . . . . . . . . . . 72
Salesforce1 Editions and Licenses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
CHAPTER 1 Introduction
In this chapter ... The Salesforce1 mobile apps are mobile containers that enable you to
experience all of the Salesforce App Cloud from any mobile device. The
• Introducing the Salesforce1 mobile apps bring together Chatter, CRM, and business logic
Salesforce1 Apps
so you can connect to all of your data.
• Getting Around in
With the Salesforce1 mobile apps, your users can access custom objects
Salesforce1
and custom apps through the navigation menu and take advantage of
• What about the
custom actions to complete key tasks all from their mobile devices. Your
Other Mobile Apps?
users can also access their custom list views, receive notifications for posts
and approvals that need their attention, get an immediate view of their
day in the new "Today" app, or choose from a variety of mobile-optimized
AppExchange apps to install.
Salesforce1 is fully customizable, allowing you to extend your custom apps
to mobile using tools that you’re already familiar with.
This guide walks you through the process of getting your company ready
for mobile, from configuring your organization’s settings to rolling out the
Salesforce1 app and customizing it with your own branding. You’ll learn
how to quickly configure the items that appear in the navigation menu
using the Salesforce1 Wizard. You’ll also learn how to optimize page layouts,
work with compact layouts, set up mobile notifications, and customize
actions so your users can get important work done quickly from their
mobile devices.
The Salesforce1 Admin Guide is an essential resource for Salesforce
administrators who want to roll out enterprise mobile to their organizations.
This guide introduces you to all of the declarative (point-and-click) tools
needed to create a personalized mobile experience.
If, after reading this book, you want to venture into the world of developing
for Salesforce1, take a look at the Salesforce1 App Developer Guide. Using a
Developer Edition organization and a set of sample data and exercises,
you can create custom actions, work with Visualforce pages, and learn
about canvas apps and mobile UI design.
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Chapter 1 Introduction
Introducing the Salesforce1 Apps
The Salesforce1 apps are Salesforce on the go! These enterprise-class mobile apps give your users real-time
access to the same information that they see in the office, but organized for getting work done in those
precious free moments when they’re between customer meetings, waiting for a flight—even when they’re
in line for coffee.
You can get Salesforce1 in different ways:
• As a downloadable app from the App Store and Google Play.
• As a mobile browser app that runs in supported mobile browsers. This option doesn’t require anything
to be installed.
Supported Devices
The way users access Salesforce1 depends on whether they are using one of the downloadable apps or
the mobile browser app.
*
Operating System and Version Mobile Browser Requirements
Requirements
Android 4.4 or later Google Chrome on Android
iOS 10.0 or later Apple Safari on iOS
Windows 10 (Mobile browser app only) Microsoft Edge on Windows 10 phones only
Windows 8.1 (Mobile browser app only) Microsoft Internet Explorer 11 on Windows 8.1
phones only (Support ends December 17, 2017)
Getting Around in Salesforce1
Let’s take a tour of the Salesforce1 mobile app.
When users log in to Salesforce1, the first thing they see is a landing page. The first item in the Salesforce1
navigation menu becomes a users’ landing page by default. If your organization has Chatter enabled, and
you haven’t customized the Salesforce1 navigation menu to change the first item in the menu to something
else, the user’s Feed will be their landing page.
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Chapter 1 Introduction
The Feed
The Chatter feed shows users their updates, updates to records and people they follow, and updates in
groups they follow. Tapping a feed item displays all of the item’s details. Pulling down on the feed reveals
the search bar (1), sort and filter options (2), the feeds drop-down menu (3), and feed items (4).
From the feed, record pages, and from elsewhere in Salesforce1, users access actions from the action bar.
The Action Bar and Menu
Depending on which feed or record page users are viewing, they see different actions in the action bar
and action menu. From the feed, for example, they see a set of global actions. From a record page, however,
they see a mix of productivity actions, standard and custom buttons, standard Chatter actions such as Post
and File, and global and object-specific actions that are assigned to the layout for that record type. Users
can tap from the action bar to open the action menu, which contains the full set of actions that are
available for the object.
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Chapter 1 Introduction
Note: You can find out more about the action bar in the appendix How Predefined Actions Are
Ordered in the Salesforce1 Action Bar and List Item Actions or in the Salesforce Help.
Salesforce1 Navigation Menu
Anywhere users see in Salesforce1, they can tap it to access the navigation menu.
What your users see in the menu is determined by how you, as the administrator, have configured it, what’s
available in your organization, and what users have access to, based on their user permissions and profile.
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Chapter 1 Introduction
1. Search box
2. Menu items—any items you place above the Smart Search Items element when you customize
the navigation menu
3. Smart Search Items—includes a set of recently-searched objects in the Recent section and a larger
set of supported objects under the More link
4. Apps section—contains any items you place below the Smart Search Items element
From the navigation menu, users can access the feed, objects, apps, tasks, notes, and any other item you’ve
added to the menu.
The Record View
The record view is made up of the record feed, detail, and related information pages, which your users
can swipe left and right to see. If your organization doesn’t have Chatter enabled, the record view only
includes the detail and related information pages.
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Chapter 1 Introduction
At the top of each record page is the record highlights area. The icon for standard objects is predefined in
Salesforce, and you can select the icon for a custom object using the custom object’s tab style.
You can customize the fields displayed in the record highlights by using compact layouts.
1. Back arrow—returns the user to the previous page
2. Record highlights—displays the first four fields that are assigned to the compact layout for the
object
What else do I need to know?
From the top of most pages, users can access their notifications by tapping .
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